Configuration: Trips & Settings Doctypes¶

This section details all configuration-level DocTypes under Trips and Settings. For each, you’ll find an overview, key fields, and screenshots to guide setup.

�️ Trip Locations¶

Overview: Defines each physical point used in routes, from depots to border crossings. Essential for mapping and geofencing.

Key Fields:

• Location Name: Descriptive label.
• Country: Linked for regional grouping.
• Geolocation: Latitude & longitude for map plotting.
• Is Local/International Border: Flags for special handling.

� Trip Location Type¶

Overview: Categorizes locations by the data you need to capture (arrival, departure, loading, offloading).

Key Fields:

• Location Type: Unique label (e.g., City, Border Post).
• Arrival/Departure/Loading/Offloading Date Flags: Checkboxes to enable date fields per type.

� Trip Routes¶

Overview:
Defines a named multi‑leg route by linking locations in sequence, then automatically summarizes total distance, fuel use, and fixed costs.

Key Fields:

• Route Name: Unique identifier for the route.
• Starting Point / Ending Point: Origin and destination links.
• Trip Steps (child table):
• Location – Waypoint name (e.g., town, border post)
• Distance – Kilometers from previous step
• Fuel Consumption Qty – Liters estimated for each leg
• Location Type – Loading Point, Town, Border Point, Offloading Point, etc.
• Total Distance & Total Fuel Consumption Qty: Read‑only aggregates of all steps.
• Fixed Expenses (child table):
• Expense – Description (e.g., “Border Charges”)
• Currency – TZS, USD, etc.
• Amount – Value per trip
• Party Type – (Optional) Supplier, Customer, etc.

� Cargo Types¶

Overview: Registers cargo categories and any required permits for transport compliance.

Key Fields:

• Name: Cargo category (e.g., Perishable, Hazardous).
• Permits: Table of documentation needed for each type.

� Trip Fixed Expense¶

Overview: Maintains standard costs associated with trips, such as tolls, permits, or driver allowances.

Key Fields:

• Expense Category: Label (e.g., Toll, Permit).
• Amount (Local & USD): Specify cost in dual currencies.
• Linked Route/Trip: Optionally tie expense to specific routes.

� Truck & Trailer Inspection¶

Overview: Tracks inspection records for vehicles and trailers to ensure safety and compliance before trips.

Key Fields:

• Inspection Date: Date of check.
• Vehicle/Trailer Reference: Links to Truck or Trailer.
• Checklist Items: Table of inspected components and statuses.

⚙️ Transport Settings¶

Overview: General configuration for fleet operations, such as default warehouses, cost centers, and notification parameters.

Key Fields:

• Default Fuel Warehouse: Links to a warehouse record.
• Default Driver & Vehicle Settings: Pre-set defaults for new trips.
• Notification Thresholds: Define alerts for low fuel, overdue inspections, etc.

With these configurations in place, your Trips module is fully operational. Next, we’ll document the Transaction Doctypes where actual trip data is recorded.